See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,596 | $211,958-57.3% | $169,463-46.5% | $135,375-33.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.48% | 3.26%-12.7pp | 1.83%-11.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,086 | $5,120-78.8% | $4,159-73.9% | $4,779-77.3% |
| Participant deferral / active EE | $9,724 | $6,075+60.1% | $5,277+84.3% | $5,609+73.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |